|
Pension Fund Name
Sulzer Vorsorgeeinrichtung
| Address |
Contact |
|
|
| Zürcherstrasse 12 |
Tel +41 52 262 3646 |
| PO Box 414 |
www.sve.ch |
| 8401 Winterthur |
|
|
|
Facts and Figures
| Foundation |
1921 |
| Membership |
6’110 active, 6’547 retired |
| Assets |
3'744 million |
| Performance |
-1.40% |
| Funded Ratio |
109.60% |
Senior Contacts
| Director |
Peter Strassmann |
| Asset Management |
Thomas Rohrer |
| Portfolio Manager |
Werner Minder |
Assets Breakdown (31.12.2018)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
3.40% |
|
| Bonds CHF |
19.70% |
|
| Bonds non-CHF |
14.90% |
|
| Equity Domestic |
6.30% |
|
| Equity Foreign |
14.50% |
|
| Real Estate |
29.50% |
|
| Alternative Investments |
14.50% |
|
|
|
|
|
|
100% |
-1.40% |
Assets Breakdown (31.12.2017)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
7.20% |
|
| Bonds CHF |
21.50% |
|
| Bonds non-CHF |
13.70% |
|
| Equity Domestic |
6.70% |
|
| Equity Foreign |
15.60% |
|
| Real Estate |
25.10% |
|
| Alternative Investments |
10.20% |
|
|
|
|
|
|
100% |
6.00% |
Assets Breakdown (31.12.2016)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
11.10% |
-0.40% |
| Bonds CHF |
19.80% |
0.96% |
| Bonds non-CHF |
13.20% |
0.92% |
| Loans |
3.30% |
1.49% |
| Equity Domestic |
7.30% |
2.75% |
| Equity Foreign |
15.30% |
15.68% |
| Real Estate Direct |
22.60% |
4.19% |
| Real Estate Funds |
1.90% |
6.59% |
| Alternative Investments |
5.90% |
10.49% |
| Currency Management |
-0.40% |
-0.06% |
|
|
|
|
|
100% |
4.50% |
Assets Breakdown (31.12.2015)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
7.50% |
-0.12% |
| Bonds CHF |
22.90% |
1.51% |
| Bonds non-CHF |
14.40% |
-4.00% |
| Loans |
3.10% |
1.51% |
| Equity Domestic |
6.40% |
4.02% |
| Equity Foreign |
15.30% |
-3.33% |
| Real Estate Direct |
22.10% |
5.34% |
| Real Estate Funds |
1.90% |
5.93% |
| Alternative Investments |
5.20% |
-10.82% |
| Currency Management |
-0.30% |
|
|
|
|
|
|
100% |
0.50% |
Assets Breakdown (31.12.2014)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
9.50% |
0.28% |
| Bonds CHF |
24.50% |
5.63% |
| Bonds non-CHF |
15.10% |
8.96% |
| Loans |
2.90% |
1.60% |
| Equity Domestic |
6.40% |
9.29% |
| Equity Foreign |
15.30% |
16.62% |
| Real Estate Direct |
20.90% |
5.20% |
| Real Estate Funds |
1.40% |
6.24% |
| Alternative Investments |
4.70% |
5.82% |
| Currency Management |
0.50% |
|
|
|
|
|
|
100% |
5.74% |
Assets Breakdown
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
4.50% |
0.03% |
| Bonds CHF |
27.00% |
-0.20% |
| Bonds non-CHF |
14.70% |
-2.32% |
| Loans |
2.90% |
1.81% |
| Equity Domestic |
6.80% |
28.33% |
| Equity Foreign |
16.00% |
21.45% |
| Real Estate Direct |
20.80% |
5.67% |
| Real Estate Funds |
2.20% |
0.03% |
| Alternative Investments |
4.60% |
-0.05% |
| Currency Management |
0.50% |
|
|
|
|
|
|
100% |
5.88% |
Assets Breakdown (31.12.2009)
| Assets |
Allocation |
Returns |
|
|
|
| Liquidity |
5.00% |
0.74% |
| Bonds CHF |
27.00% |
9.10% |
| Bonds non-CHF |
15.00% |
6.08% |
| Loans |
4.00% |
2.62% |
| Equity Domestic |
8.00% |
23.93% |
| Equity Foreign |
15.00% |
28.01% |
| Real Estate Total |
22.00% |
|
| Real Estate Direct |
|
7.08% |
| Real Estate Funds |
|
15.86% |
| Alternative Investments |
4.00% |
8.19% |
|
|
|
|
|
100% |
11.85% |
| 
